Shane and Kyle tackle the challenge of balancing business and life, especially during those off-season times when things can get a little disjointed. They share real-world examples of how to maintain your rhythm, keep your brand visible, and stay productive, even when you're on vacation or dealing with life's unexpected turns. If you're looking to keep your momentum going, this episode is packed with valuable strategies.

03:20 - Navigating Seasonality in Life and Business

08:33 - Maintaining Balance and Generating Revenue During Off-Season

10:08 - Simplifying and Prioritizing Tasks in Different Seasons

13:59 - Consistent Communication with Referral Partners

15:29 - Active Presence on Social Media

17:16 - Effective Email and Inbox Management

Takeaways:

Understanding Seasonality in Your Business: It's crucial to recognize and navigate the different seasons in your business and life. Whether you're winding down from a busy period or gearing up for one, you need to stay consistent to avoid losing momentum.

Balancing Work and Vacation: Even when you're on vacation, it's important not to completely disconnect from your work. You can still enjoy your time off without letting your business suffer by staying engaged with a few key tasks.

Maintaining Non-Negotiable Habits: There are certain business activities you should never let slide, like staying in touch with your referral partners, keeping up your social media presence, and staying connected with your team. These habits keep your business running smoothly, even during off-seasons.

Using Technology and Delegation: Leveraging technology and delegating tasks like email management can make a huge difference. By setting up systems and using virtual assistants, you can ensure that nothing critical falls through the cracks, even when you're not fully plugged in.

Quotes:

"How you navigate the wind down of one season and stepping into another is the same regardless."

"You never take off in an industry where you only make when your brand, your actions, your efforts are consistently taking."

"When you're on the track and you've opted into that race, you can't stop running until you cross the finish line."

"Having more eyeballs on your inbox than just your own is such a powerful way to truly be able to step out and feel good."

"Every Friday, that was going out to 900 to a thousand referral partners or potential referral partners. I wanted them to be seeing my brand, my face every Friday."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

In this episode, we're tearing apart the sales process that separates top producers from the rest. We're breaking down the exact steps from lead contact to pre-approval, focusing on speed, education, and transparency - giving you the blueprint to dominate your market and scale your business.

03:11 - Personal Journey and Realization

06:37 - Taking Action and Booking Classes

08:29 - Six Ways to Educate

17:23 - Choosing Topics to Educate On

22:09 - The Power of Lead Generation Through Education

Takeaways:

Leverage Education for Lead Generation: Discover how leading with education can drive lead generation. By teaching what you know, you create opportunities to connect with potential clients.

Act on Your Ideas: Don't wait for the perfect moment to start. Schedule your classes or webinars now, even if you're not fully prepared. This forces you to take action and refine your process on the go.

Utilize Multiple Platforms: Use various platforms like Zoom, YouTube, and social media to educate your audience. Each platform offers unique opportunities to reach and engage with different segments of your market.

Collaborate and Network: Collaborate with others through webinars, podcasts, and guest speaking opportunities. This expands your reach and leverages the influence of others to grow your audience.

Quotes:

"Everybody is always looking for a new way to do lead generation. Everybody's always trying to figure out how do we get the wheels to turn? How do we get more opportunities in the door? How do we stay top of mind? How do we get in front of more people?"

"If you believe you're really good at what you do, you just need more people to know about you, then you need to go get on other people's things, other people's podcasts, other people's shows."

"Relational equity, are you building relational equity with people? And education is such an easy way to do that."

"You want them to see you as an educator and not just a bragger or a hardcore salesperson."

"If you want to get uncomfortable and start doing things that you've been unwilling to do, you better just start taking action instead of making a huge checklist of what you've got to do before you can do anything."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

In this episode, we're tearing apart the sales process that separates top producers from the rest. We're breaking down the exact steps from lead contact to pre-approval, focusing on speed, education, and transparency - giving you the blueprint to dominate your market and scale your business.

00:30 - The Sales Process: Lead Generation and Initial Contact
09:44 - Using Calendly to Streamline Scheduling
11:09 - The Intake Call and Pre-Qualification Process
13:01 - Sending Pre-Approval Letters and Providing Transparency
16:23 - Pre-Contract: Nurturing Leads and Maintaining Relationships
20:18 - Transitioning to the In-Contract Stage
21:13 - The Importance of Speed, Education, and Transparency

Takeaways:

Structure Your Sales Process: Train your referral partners, utilize scheduling tools like Calendly, and automate your communications to keep prospects engaged and informed.

Educate and Be Transparent: Continuously provide education through market updates and personalized content, ensuring you are transparent about your process and pricing.

Delegate Effectively: Use virtual assistants and technology to handle administrative tasks, allowing you to focus on high-value activities.

Stay Engaged: Regularly contact your prospects, categorizing them for tailored follow-up to stay top of mind and build trust.

Quotes:

"If you're the fastest, the most educational, and the most transparent, you're going to win."

"There's a difference between people that react and those that control."

"Apple didn't change their phone for an Android user. They just encouraged them to try it out."

"You have to run your race and people can run your race with you, but you're not running their race."

"80% of buyers say they would use their lender again. And less than 20%, 19% of them actually do."

"It's all about speed, education and transparency. And it's much more effective when you plan those three things out."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

Shane Kidwell and Kyle Draper unpack essential strategies for a mid-year sales reset in The Collective Podcast. They explore how to trim unnecessary tasks, transfer responsibilities efficiently, and trash what's holding your business back. If you’re stuck in the sales insanity loop and ready to make meaningful progress, this episode is a must!

04:48 - The Trim, Transfer, and Trash Framework

09:34 - Trim: Identifying and Improving Key Business Tasks

11:01 - Transfer: Delegating and Automating to Increase Efficiency

15:49 - Trash: Eliminating Non-Productive and Unenjoyable Tasks

Takeaways:

Identify Key Activities: Write down everything you do in detail, from checking emails to creating social media content. This helps you see what can be trimmed, transferred, or trashed.

Trim: Optimize tasks by making them more efficient. For instance, instead of spending an hour on social media, figure out if 30 minutes can achieve the same result.

Transfer: Delegate tasks to virtual assistants or use technology like perplexity AI to automate work. This frees up your time to focus on high-impact activities.

Trash: Eliminate tasks that don’t bring value. If something doesn’t make you money or bring joy, consider stopping it. For example, Shane sold an underperforming insurance company to focus on more profitable ventures.

Review Financials: Regularly check financials, even if you delegate bookkeeping. Review top-line numbers monthly to stay informed without getting bogged down in details.

Remember to address and trash negative mindsets or past grievances that don’t serve your current business goals, as holding onto these can hinder growth.

Quotes:

"If y'all are like me, once it begins to work, you tend to focus on other things and the things that you were doing that got it to work, you're no longer doing, yet you're expecting the same results."

"I've learned through a bunch of reading and experience. And I think you always learn more through the things you do poorly."

"You get a little free time because you're fed up with doing the bad things, do a little bit of the good things and then you're back in that loop again."

"You always wanna keep the things that you're good at, that you enjoy that make you money on your plate."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

In this episode of The Collective Podcast, Shane and Kyle dive into practical strategies for implementing new business ideas, with a focus on leveraging AI tools. They discuss their experiences with Perplexity AI, stress the importance of daily practice, and challenge listeners to take decisive action in integrating AI into their workflows to stay ahead of the competition.

01:00 - Starting Something New and Executing on Creativity

03:49 - Laying Out the Idea and Seeking Feedback

07:18 - Refining the Business Plan with AI Tools

09:13 - Task Management and Breaking Down Ideas

13:16 - Daily Practice and Habit Building

21:29 - Join the AI Webinar and Get Coaching Support

Takeaways:

You should evaluate new ideas using a structured approach: Are you good at it? Will it make you money? Do you enjoy it? Is the anxiety level manageable?

You need to identify your blind spots by asking yourself, "What don't I know that I don't know?" about a new venture.

Use AI tools like Perplexity to help refine your business plans and identify potential challenges. Break down your goals into manageable daily tasks using project management tools like Trello or Asana.

Remember that building a successful business often involves boring, repetitive tasks - it's the consistent execution that leads to exciting outcomes.

Quotes:

"Your creativity isn't the problem. Your execution on your creativity is the problem."

"If you're not willing to like jump out in front of the road and stop a moving car for your dream, it's probably something you shouldn't do."

"What made them money was making the same shoe one million times."

"Getting really successful at business is very boring."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

In this episode of The Collective Podcast, Shane teams up with special guest Jeramy Poole. Jeramy’s journey from mortgage lending to founding Poole Media is nothing short of inspiring. They dive into how he’s mastered the art of high-end real estate events and killer video marketing. If you’re looking to learn how to turn your job into a thriving career and make a real impact, this episode is for you.

03:00 - Falling into Event Hosting

07:45 - Creating Successful Events

09:40 - The Power of Relationship Marketing

12:31 - Profit from Proximity

23:44 - The Importance of Pre-Event and Post-Event Marketing

28:06 - Charging for Events and Building Value

31:27 - Approaching Events with a Sense of Urgency and Willingness to Take Risks

34:41 - Providing a Great Experience and Fostering High-Quality Relationships


Takeaways:

Start by visualizing a successful event and break down the planning process into detailed weekly tasks to ensure every aspect is well-prepared in advance.

Creating a relentless and abundant marketing campaign is crucial. Use every event milestone to generate excitement and engagement.

Bringing on high-profile sponsors adds credibility to your event, attracts more attendees, and expands your reach through the sponsors' networks.

Building authentic relationships and being genuinely interested in attendees' needs and experiences turns them into long-term clients and advocates for your business.

Quotes:

"People always want to have a good time. People always want to work hard and play hard. And if you give them that, if you give them a reason to get dressed up, if you give them a reason to be excited about something... you’re gonna get something for your business."

"I even go to the venue before I even have it secured. I walk the property, I visualize the line outside."

"If you try to fake being passionate about something, it never works. It never, ever, ever works."

"Build momentum. So first and foremost, I'm thinking about hosting a party. Would you be interested? You'd be surprised how many people say yes."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

In this episode of The Collective Podcast, Shane and Kyle are joined by special guest Michael Nasserfar, VP of the Texas Builder Division at Movement Mortgage. With over 22 years in the mortgage industry, Michael shares his journey into new construction lending and how he's thriving while others struggle. Tune in to hear Michael's insights on the importance of genuine passion, understanding builder needs, and the power of simple, consistent efforts in niche markets.

01:00 – Michael Nasserfar’s Introduction

03:52 – The Importance of Finding a Niche and Being Passionate

09:02 – Understanding the Mindset of Builders in New Construction

13:38 – Learning from Successful Individuals in Your Field

21:24 – Michael's Insights and Strategies

Takeaways:

Passion for your work is crucial. If you're genuinely interested in what you do, it shows, and it makes your job easier and more enjoyable. This passion is also what helps you persevere through challenges.

Success often comes from doing simple things repeatedly. You don’t need complicated strategies; just consistently meet the basic needs of your clients.

It's essential to know the unique needs and challenges of builders. This includes understanding the importance of timely funding, project timelines, and the specifics of new construction. This knowledge allows you to provide better service and build stronger relationships.

Finding mentors or successful professionals in your niche is invaluable. Learning from their experiences and mistakes can save you time and help you achieve success faster. Apprenticeships and coaching can provide practical insights and guidance.

Quotes:

"If you try to fake being passionate about something, it never works. It never, ever, ever worked. Maybe short time, but the saying fake it till you make it in this sense just doesn't work."

"A lot of it's very simple, but simple often times isn't what's exciting for people that are wired like we are. We get attracted to complexity and attracted to shiny."

"Becoming excellent at understanding what builders need is when the magic happens."

"It literally is simple repetition, never coming off or down off that wall. And just literally, I hate to use grinding it out, because I don't ever feel like I'm grinding. I just love what I do."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/

In this episode of The Collective Podcast, Shane and Kyle are breaking down the power of niche marketing and how it can skyrocket your business. They're sharing real stories of how niching down leads to massive success and dropping practical tips on identifying your niche by focusing on the problem, the person, and the place. Plus, they're diving into the perks of partnering with complementary trade groups and using social media to attract niche clients!

03:25 - Niche or Niche Marketing?

04:51 - The Importance of Niching Down

08:11 - Identifying Your Niche: Problem, Person, and Place

13:24 - Speaking the Language of Your Niche Audience

21:29 - Using Facebook Groups, Google Search, and YouTube to Attract Niche Clients

25:03 - Finding Existing Audiences and Addressing Their Needs

26:02 - Leveraging Partnerships and Networks

Takeaways:

It's crucial to understand and speak the language of your niche audience to build trust and make them feel comfortable. Once you become an expert in a specific niche, you naturally attract a broader audience looking for that expertise.

You can use Facebook groups and Google searches to find and engage with niche clients. Creating content that addresses their specific needs can help you stand out.

Consistently marketing to your niche and maintaining a strong, relevant brand presence are key to growing your business. Successful niche marketing requires continuous learning and adaptation. Staying updated with trends and needs in your niche helps you remain relevant and effective.

Quotes:

"It's not about saying no to a specific audience. It's about leaning in to a specific audience."

"If you're selling washable hats, you should be damn sure wearing a hat every time you're marketing."

"It's the person, it's the place, the problem. Pick one to start. What's a problem in my market that isn't addressed? What's a group of people in my market that are underserved?"

"Once you're an expert of something, you're attractive to everything. We love knowing we have an expert that we have access to."

Show Links:
Community Platform: https://products.thecollectivecoaching.com/

Social Media:

Facebook - https://www.facebook.com/itsthecollectivecoaching/
YouTube - https://www.youtube.com/@TheCollectiveCoaching
LinkedIn – https://www.linkedin.com/company/collectivecoaching/
Instagram - https://www.instagram.com/thecollectivecoachingcommunity/